Improvements to Saxo Portfolio Manager

​​Please refer to the
online brochure for a general overview of the Saxo Portfolio Manager (SPM) solution and reach out to your account manager to arran...

​​Please refer to the
online brochure for a general overview of the Saxo Portfolio Manager (SPM) solution and reach out to your account manager to arrange an in-depth demo session with the SPM team.

Improved PDF reports

A number of White Labels have benefitted from the high quality of the SPM solution’s PDF reports by integrating their customers fund holdings into the SPM system. This allows them to offer their customers fully branded, professional consolidated PDF reporting on their holdings across cash instruments held within the Saxo account structure and funds held in separate custody arrangements.

The customers reporting has been improved over the last months months including the following features:

A detailed cost section has been introduced

Corrections to the processing of a number of transaction types have been implemented for improved readability

Unrealised Profit & Loss will now get populated for multi-currency consolidated portfolios